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Blog and Education

Image of a sailboat sailing on a lake, with cloudy weather above.
Mark Starr | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Older couple embracing on a boat overlooking a body of water
Mark Starr | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Watercolor style picture of 5 carrots sprouting from the ground.
Mark Starr | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Alisa Foster | Apr 1, 2024

Understanding the Social Security Fairness Act

Weekly Market Commentary

Social Security is constantly evolving in an effort to better support Americans. Most of those changes tend to be gradual, such as the usual cost-of-living

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An older man relaxing and laying down in an inner tube on relaxing water.
Mark Starr | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Mark Starr | Feb 9, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Jimmy Lee | Jul 3, 2023

Weekly Market Commentary 07.03.2023

Showing remarkable resilience...
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Amber Kodad | Jul 3, 2023

Having Kids? Financial Items to Consider

You found the spouse of your dreams and got married. So now what?! For some, the next step is to have kids...
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Jimmy Lee | Jun 26, 2023

Weekly Market Commentary 06.26.2023

The Artificial Intelligence (AI) Express is traveling fast...
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Jimmy Lee | Jun 20, 2023

Weekly Market Commentary 06.20.2023

Rebalancing ahead!...
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a person's hand moving a mouse with a laptop and keyboard nearby
Raymond Bell | Jun 13, 2023

Accelerated Underwriting, E-Applications, and E-Policy Delivery

Technology has revolutionized various processes, and life insurance is no exception...
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Jimmy Lee | Jun 12, 2023

Weekly Market Commentary 06.12.2023

Leaping over the wall of worry...
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